Adding a Request for Quote
Access the Add/Edit Event form.
Complete the following fields:
Business Unit
Enter the business unit for which you are creating the sourcing event.
Event Name
Enter a name for the sourcing event.
Event Description
Enter a description for the sourcing event.
Preview Start Date/Time
The system populates this field with the date and time that are specified in the Sourcing Constants program. Change the value in this field if you do not want to use the default start date and time.
Event Start Date/Time
The system populates this field with the date and time that are specified in the Sourcing Constants program. Change the value in this field if you do not want to use the default start date and time.
Event End Date/Time
The system populates this field with the date and time that are specified in the Sourcing Constants program. Change the value in this field if you do not want to use the default end date and time.
Complete the following fields on the Properties tab:
Bid Required
Select to specify that bidders must enter a bid amount for all event lines and a bid quantity for all quantity-based lines.
Display Bid Question Weights
Select to display the question weights for the bidder.
Display Bid History Page
Select to enable bidders to view bid history. If you select this option, bidders will be able to review their responses to an event after submitting their bid.
Line Quantity Required
Select to specify that bidders must bid on the exact quantity that is specified for the line.
Sealed Event
Select to indicate that the event is sealed, which means that the buyer cannot view bids until after the event has ended.
Allow Manual Extensions
Select to allow users to change the event end date and time after the event has been posted.
Award Type
Specify whether the winning bidder will be awarded a blanket order or purchase order upon completion of the event.
Terms and Conditions
Specify the terms and conditions that the bidder must agree to accept before the bidder can respond to an event. Select a valid code from user-defined code table 40/PM.
Complete the following fields on the Scoring tab:
Assign Header Weighting
Select to specify that the weighting of the header questions should be added to the total score.
Header Weighting
Specify a percentage for the header score weight. This percentage will be added to the total of the percentages in the Line Weighting fields, the total of which must be 100 percent.
Factor Header Into Score
Select to specify that the header score should be added to the total percentage of each event line.
Header Score into Line Score
Specify a percentage for the header score weight. This percentage will be added into the total question percentage for each event line.
Complete the following fields on the Payment tab:
Event Currency Code
The system uses the currency code of the business unit as the default currency.
Multiple Currency Event
Select to allow bids in foreign currencies. If you do not select this check box, the system accepts bids in your company's domestic currency only.
Currencies Allowed
Click to access the Edit Allowed Currencies for Event form, where you can specify the currencies that bidders can use for the event. The system displays this link only when you select the Multiple Currency Event check box.
Event Payment Method
Select the form of payment that you will use upon completion of the event.
Payment Terms
Select payment terms for the event. You set up payment terms in the Payment Terms Revisions program.
Tax Exempt
Select to indicate to the supplier that you are a tax exempt company.
Tax Exempt ID
Enter your tax exemption identification number.
Complete the following fields on the Contact Info tab:
Buyer
Enter the address book number of the buyer for the event. After you enter the address book number, the system populates the Contact Name, E-Mail, and Phone Number fields with the information that is associated with the address book number.
Enter text as an attachment to the event on the Event Attachments tab.
Click Allow Bidder to View Attachment if you want the bidder to be able to view the text that you entered on the Event Attachment tab.
Click Invite Bidders to select bidders for the event.
See Inviting Bidders.
Click Header Bid Questions if you want to attach header questions to the event. Header questions are not required for RFx events.
Click Copy from RFI to create an RFx from an existing RFI.
When you copy from an RFI, the system creates header questions based on the header questions that are assigned to the RFI from which you copy.
See Copying an RFI.
Click Copy from RFx to create an RFx from an existing RFx.
See Copying from an RFx.
Click Copy from BOM to create an RFx from a BOM.
When you copy from a BOM, the system creates event lines from the components of the BOM.
See Copying from a BOM.
To create a detail line for a new item that does not already exist in your inventory, click New in the Event Lines subform.
See Adding Ad Hoc Items.
To create a detail line for an inventory item, complete the following fields in the Event Lines subform:
Item Number
Specify the number of the item for which you are creating the sourcing event. When you enter an item number, the system populates the Item Description, Line Type, and Commodity Code fields, based on the setup for that item.
Leave this field blank if you are entering a line for a service.
Quantity
Specify the quantity for the item for which you are creating the sourcing event.
UOM(unit of measure)
Specify a unit of measure for the quantity.
Additional Line Info
Click the Edit link in this field to add additional information for the detail line.
Event Line Bid Questions
When you enter an item number, the system attaches all bid questions for that item number or commodity. If you do not have any questions attached to that item number or commodity, the system attaches the default price question. To edit bid questions for the line, or to add new bid questions, click the Edit link in this field.
When you are finished creating the event, click Submit.